Expeditors International
EXPD
571 hedge funds and large institutions have $10.4B invested in Expeditors International in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 158 increasing their positions, 233 reducing their positions, and 25 closing their positions.
292% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 25
75% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $7.25M
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
14% more funds holding
Funds holding: 501 → 571 (+70)
4% more capital invested
Capital invested by funds: $10.1B → $10.4B (+$362M)
2.23% less ownership
Funds ownership: 93.27% → 91.03% (-2.2%)
32% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 233
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$30.6M |
| 2 |
D.E. Shaw & Co
New York
|
+$23.5M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$22.8M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$22.6M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$17.2M |
Top Sellers
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$165M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$147M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$91.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.4M |
| 5 |
Bank of New York Mellon
New York
|
-$36.1M |
EXPD Hedge Fund Activity: Q4 2017 in Review
571 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2017, worth a combined $10.4B — up 3.6% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new EXPD positions and 25 closed out — a net gain of 73 holders — while 158 added to existing stakes and 233 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.6M. The largest seller was Janus Henderson Group, cutting an estimated $165M.
- 571 institutional investors held Expeditors International (EXPD) as of Q4 2017, up from 501 in Q3 2017.
- Funds reported $10.4B of Expeditors International stock for Q4 2017, up 3.6% quarter-over-quarter.
- 98 funds opened new Expeditors International positions in Q4 2017 and 25 closed out, a net change of +73 holders.
- The largest Expeditors International buyer in Q4 2017 was Morgan Stanley, an estimated $30.6M added.
- The largest Expeditors International seller in Q4 2017 was Janus Henderson Group, an estimated $165M sold.
Based on aggregated 13F filings for Q4 2017.